"Your training program is a game changer."

"You've set a new standard in the financial services industry."

—Michael M., CIMA, CFP, Wealth Advisor

"This is a topic my affluent families want to know more about."

—Thomas F., Wealth Advisor

NextGen Training for Trusted Family Advisors®

Institute for Preparing Heirs provides advisors with training and tools to take their practices to the next level − the Trusted Family Advisor®. Our advisors embrace the entire family as their clients, helping them prosper and thrive from one generation through the next.